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Schwab Intelligent Advisory

This hybrid advisory application offers a self-guided planning process, scheduling the virtual meeting with an advisor, signing up, and monitoring. When a prospects opens an advised accounts, they can manage their financial plan, track progress toward goals, and monitor portfolio performance.

How it works:
1. User sets the goals through the MoneyGuide Pro tool.
2. Use online scheduler to setup a virtual appointment with a planning consultant.
3. Collaborate with the planning consultant to discuss the user’s goals and plan options.
4. Activate the plan and fund the account.

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This application provides investors with a financial plan tailored to their goals.

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Clients have access to live credentialed planning consultants to help create an investment portfolio that is aligned with the client’s risk tolerance and goals.

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Diagram of the Schwab Intelligent Advisory model.